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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Tracy New (CRD# 3202474) is an Investment Advisor Representative working at Trustage Investment Management in Chesterfield, VA and has over 6 years of experience in the finance industry.
Eric Owen (CRD# 4442082) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, VA and has over 22 years of experience in the finance industry.
Emilia Penney (CRD# 6933514) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterfield, VA and has over 5 years of experience in the finance industry.
Samuel Price (CRD# 1671083) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Chesterfield, VA and has over 37 years of experience in the finance industry.
Donald Reed (CRD# 6280114) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Midlothian, VA and has over 9 years of experience in the finance industry.
Boyce Reid (CRD# 1721151) is an Investment Advisor Representative working at Bgr Advisors in Midlothian, VA and has over 29 years of experience in the finance industry.
John Reid (CRD# 2126764) is an Investment Advisor Representative working at Edward Jones in Colonial Heights, VA and has over 33 years of experience in the finance industry.
Chester Ritchie (CRD# 1988063) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, VA and has over 34 years of experience in the finance industry.
David Robinson (CRD# 2143144) is an Investment Advisor Representative working at Cg Advisory Services in Richmond, VA and has over 33 years of experience in the finance industry. David Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Rowley (CRD# 5536314) is an Investment Advisor Representative working at Edward Jones in Midlothian, VA and has over 5 years of experience in the finance industry.